Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 10th of June, 2023 –
Welcome to the Week Ahead! In this episode, Andrew and Dominique reflect on the events of the past week, including the treasury TGA revision as well as what the markets and investors can expect in the Fed week ahead.
Timestamps:
00:40 – Dominique’s review of the prior week. The treasury revised TGA from $4.5bn to $4.25bn, and why this is is important.
04:23 – What Dominique expects from the Fed week ahead.
09:20 – How the market may react to the Fed , in particular equities.
10:05 – The data prints for the week ahead that investors should watch: CPI, PPI , Retail sales, survey data, University of Michigan consumer confidence.
14:12 – Dominique’s view on Fed hike trajectory.
15:25 – Is the US banking stress period over?
18:45 – What the investors should read at Macro Hive this week!